Statement

Users should be able to keep track of transactions happening in their accounts. The Statement feature allows the user to view the details of all transactions made to their accounts. Account statement displays all debit and credit entries along with the transaction amount and reference details. Opening balance and Closing balance of the account statement will also be displayed along with the transaction details.

Transaction filters will be provided for the user to allow search based on certain criteria. The user can search transactions on date range and transaction type (debit only, credit only or both) basis.

The user can also subscribe to receive an account statement regularly on email address registered with the bank. ‘Subscribe for e-statement’ feature allows customer to subscribe to receive e-statements. It provides convenience for the user to keep track of their accounts without logging into the channel banking.

At times the user may require accounts statements of a certain period on bank’s letterhead for multiple purposes apart from regular banking. ‘Request for physical statement’ feature enables banks to provide this facility to the user. The user can request for physical statements from banks for a given date range. This physical copy will be mailed to the user’s address registered with the bank.

How to reach here:

Accounts Dashboard > Mini Statement > More Details > Statement

Field Description

Field Name	Description
Customer Name	Name of the primary account holder in the account.
Account Number	Current and Savings account number.
Opening Balance	Opening balance of the account for the selected period.
Closing Balance	Closing balance of the account for the selected period.
Filters/ Sort by
Filter 1	Option to view transactions within the specific period. The options are: Current Period Previous Month Previous Quarter Select Date range
From	Option to view transactions for the selected start date of the date range. This field appears if you select the Date Range option from the first filter.
To	Option to view transactions for the selected end date of the date range. This field appears if you select the Date Range option from the first filter.
Filter 2	Option to view the transactions based on transaction type whether debit, credit or both. The options are: Credits only Debits only All
Date	Date of the activity (transaction).
Description	Description of the transaction. For example - Interest charged, repayment etc.
Reference Number	Reference number of the transaction.
Amount	Transaction amount along with the debit or credit indicator.
Balance	Running balance in your account.

To view the statement:

1. To view the details of the account statements, click More Details.
2. The Statement screen appears; select Filter 1 to view the transactions within the specific period.
   OR
   Select the other filter to view the transactions based on transaction type.

Note: You can also view the statement of the specific account number, by selection the account from the Account Number list.

2. To subscribe for e-statement facility, click .
3. To request for adhoc statements, click .
4. To save the statement in pdf format, click

FAQs

Does the bank charge for an additional account statement?

Yes, statement re-issue charges are applicable, however you can freely avail e-statements for your account.

Up to what period I can view the statement?

Statements will be available for viewing up to 6 months in the past.

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